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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $2,683,779 | $201,264+1233.5% | $184,185+1357.1% | $145,978+1738.5% |
| Participation rate | 11.1% | 87.5%-76.4pp | 86.8%-75.7pp | 80.3%-69.2pp |
| Annual return | 16.67% | 29.00%-12.3pp | 28.81%-12.1pp | 550.52%-533.8pp |
| Employer contribution / active EE | $0 | $7,021-100.0% | $6,426-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $0 | $9,806-100.0% | $9,132-100.0% | $6,690-100.0% |
| Admin fee / account holder | $0 | $16,376-100.0% | $13,909-100.0% | $13,400-100.0% |